CRM And Reporting Analyst

Job description / Role

Job summary:

The CRM & reporting analyst at Kaizen Asset Management Services is responsible for managing and analyzing customer relationship management (CRM) data and generating reports that facilitate strategic decision-making. This role involves working closely with various teams to optimize CRM processes, analyze client interactions, and enhance client engagement through data-driven insights.

Key responsibilities:

• Manage and maintain the CRM database, ensuring accuracy and completeness of client records.
• Analyze CRM data to identify patterns, trends, and opportunities for enhancing client relationships.
• Generate and present detailed reports on client engagement, sales activities, and overall CRM performance metrics.
• Work collaboratively with sales and marketing teams to optimize CRM campaigns and track performance.
• Develop and implement automated reporting tools and dashboards for real-time access to CRM data.
• Train and support team members in effectively utilizing the CRM system and reporting tools.
• Identify and implement best practices for data entry, management, and reporting processes to improve efficiency.
• Collaborate with IT to troubleshoot and enhance CRM system functionalities as needed.
• Ensure compliance with data privacy regulations and company policies regarding client information.
• Support strategic initiatives by providing insights derived from CRM analyses to senior management.

Requirements:

• Bachelor's degree in Business Administration, Data Analytics, or a related field.
• Proven experience in CRM management, data analysis, or reporting.
• Strong proficiency in CRM software (e.g., Salesforce, HubSpot) and reporting tools (e.g., Tableau, Power BI).
• Excellent analytical skills with a keen attention to detail.
• Strong communication and presentation skills.
• Ability to work collaboratively across teams and manage multiple projects simultaneously.
• Experience with Excel, including advanced formulas and data manipulation.
• Familiarity with data privacy regulations and best practices in client data management.
• Prior experience in the property management or real estate industry is a plus.